The Activity feed is the workspace timeline for document views, Room visits, proposal decisions, and other recipient actions. Notifications bring selected events to you sooner.
Use the Activity feed for context
One event rarely tells the full story. The feed helps you see the sequence:
- a contact opens the proposal;
- returns to the pricing pages;
- enters the Room;
- reviews the implementation plan;
- responds to the proposal or discussion.
That sequence is more useful than an isolated “opened” alert.
Turn on notifications selectively
Enable view notifications for active, high-value links where timing matters. Leave them off for broad Lead Magnet links or internal testing that would create unnecessary alerts.
Use clear link labels so the notification tells you which audience and document produced the activity.
Follow up on the content
Base the next message on what would help the deal, not on the fact that tracking exists.
Useful follow-up:
I’ve added a shorter implementation checklist and two possible dates for the technical review.
Avoid:
I saw you spent six minutes on the pricing pages.
The first message gives the recipient a reason to respond. The second can feel invasive and can overstate the precision of the data.
Separate automation from interest
An immediate short view after a cold email can be a security scanner. Wait for stronger signals such as meaningful time, several pages, a return visit, a click, a discussion, or an explicit proposal response.
Review filtered bot sessions
Open Activity and enable Show bot sessions when you need to investigate a suspicious instant open. Stored bot rows appear muted with a Bot label, making them easy to distinguish from normal activity.
Known bot sessions are hidden from Activity by default and excluded from standard Analytics, Pipeline, Captured Leads, account metrics, and view notifications. The reveal control is currently available on the Activity page. Bot detection reduces noise, but no filter can prove that every remaining session is human.
Read Email deliverability when sharing document links before using view alerts as part of a cold-outreach process.
When notifications stop helping
If a deal has many stakeholders and documents, move from alert-by-alert reactions to a regular account review. Use Analytics for patterns, the company record for history, and a Room for current materials and next steps.